Cypress Advisory Group’s Fortive FTV Stock Holding History

Cypress Advisory Group’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,195	Closed	-$499K	–	73
2025 Q3	$499K	Sell	10,195 -1,600	-14%	-$78.8K	0.37%	58
2025 Q2	$615K	Sell	11,795 -3,890	-25%	-$204K	0.48%	53
2025 Q1	$865K	Sell	15,685 -2,561	-14%	-$150K	0.79%	34
2024 Q4	$1.03M	Buy	+18,246	New	+$1.05M	0.95%	31

Other funds holding FTV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cypress Advisory Group's FTV Position: Q4 2025 in Review

Cypress Advisory Group sold out of Fortive (FTV) in Q4 2025, closing a stake of 10,195 shares — an estimated $499K sold.

Cypress Advisory Group first reported a position in FTV in Q4 2024 and held it in 4 quarters. The position peaked at $1.03M in Q4 2024. 782 funds tracked by Wall St. Rank hold FTV as of Q4 2025.

Cypress Advisory Group reported no remaining Fortive position as of Q4 2025 after selling out during the quarter.
Cypress Advisory Group sold 10,195 Fortive shares in Q4 2025, an estimated $499K.
Cypress Advisory Group first reported a position in Fortive in Q4 2024 and held it in 4 quarters.
Cypress Advisory Group's Fortive position peaked at $1.03M in Q4 2024.
782 funds tracked by Wall St. Rank held Fortive as of Q4 2025.

Based on Cypress Advisory Group's 13F filing for Q4 2025, filed 20 Jan 2026.